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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,229 | $65,034-52.0% | $90,970-65.7% | $79,856-60.9% |
| Participation rate | 85.2% | 61.6%+23.6pp | 69.0%+16.2pp | 69.6%+15.5pp |
| Annual return | 19.51% | 30.45%-10.9pp | 134.60%-115.1pp | 31.71%-12.2pp |
| Employer contribution / active EE | $1,705 | $1,247+36.7% | $2,122-19.7% | $2,471-31.0% |
| Participant deferral / active EE | $3,999 | $2,512+59.2% | $3,373+18.6% | $3,741+6.9% |
| Admin fee / account holder | $16 | $4,536-99.6% | $5,961-99.7% | $5,306-99.7% |